Overview
Use this section to specify parameters for Performance, Earned Value, and Index values that appear in dashboard Project Performance portlets and on the Portfolios Performance Status tab.
Screen Elements
Performance section
Use the options in this section to define what is considered Exceptional, Warning, or Critical when assessing schedule performance for a project, WBS, or EPS. The values you specify determine which indicators apply to the Schedule to date, Labor units to date, Schedule at completion, and Labor units at completion metrics.
Exceptional: For schedule values, the minimum number of days that the project, WBS, or EPS must be ahead of schedule to be considered exceptional. For labor units, the minimum percentage under 100 that the labor units variance must be less than to display the exceptional indicator. For example, if you set the exceptional threshold at 10% and the actual labor units variance is 85%, then that item would be considered exceptional.
Warning: For a schedule value, the minimum number of days that the project, WBS, or EPS must be behind schedule to display the warning indicator. For labor units, the minimum percentage over 100 that the labor units variance must be greater than to display the warning indicator.
Critical: For a schedule value, the minimum number of days that the project, WBS, or EPS must be behind schedule to display the critical indicator. For labor units, the minimum percentage over 100 that the labor units variance must be greater than to display the critical indicator.
Some examples of threshold percentage calculations are as follows:
Schedule to date equals (Earned Value Labor Units minus Planned Value Labor Units) divided by Planned Value Labor Units
Labor units to date equals (Earned Value Labor Units minus Actual Labor Units) divided by Earned Value Labor Units
Schedule at completion equals (Budget At Completion multiplied by Schedule Variance Index) divided by Budget At Completion
Labor units at completion equals (Budget At Completion Labor Units minus Estimate At Completion Labor Units) divided by Budget At Completion Labor Units
Earned Value section
Use the options in this section to define what is considered Exceptional, Warning, and Critical when assessing earned value performance for a project, WBS, or EPS. The values you specify determine which indicators apply to the Schedule to date, Labor units to date, Schedule at completion, and Labor units at completion metrics.
Exceptional: The minimum percentage under 100 that the schedule or labor units variance must be less than to display the exceptional indicator. For example, if you set the exceptional threshold at 10% and the actual earned value variance is 85%, then that item would be considered exceptional.
Warning: The minimum percentage over 100 that the schedule or labor units variance must be greater than to display the warning indicator.
Critical: The minimum percentage over 100 that the schedule or labor units variance must be greater than to display the critical indicator.
Some examples of threshold percentage calculations are as follows:
Schedule to date equals (Earned Value Labor Units minus Planned Value Labor Units) divided by Planned Value Labor Units
Labor units to date equals (Earned Value Labor Units minus Actual Labor Units) divided by Earned Value Labor Units
Schedule at completion equals (Budget At Completion multiplied by Schedule Variance Index) divided by Budget At Completion
Labor units at completion equals (Budget At Completion Labor Units multiplied by Cost Variance Index) divided by Budget At Completion Labor Units
Index section
Use the options in this section to define what is Exceptional, Warning, and Critical when assessing index performance. The values you specify determine which indicators apply to the Cost Performance Index (CPI), Schedule Performance Index (SPI), and To Complete Performance Index (TCPI).
Exceptional: The minimum percentage under 100 that the index variance must be greater than to display the exceptional indicator. For example, if you set the exceptional threshold at 10% and the actual index variance is 85%, then that item would be considered exceptional.
Warning: The minimum percentage over 100 that the index variance must be less than to display the warning indicator.
Critical: The minimum percentage over 100 that the index variance must be less than to display the critical indicator.
Some examples of percentage calculations are as follows:
CPI equals Earned Value divided by Actual Units
SPI equals Earned Value divided by Planned Value
TCPI equals (Budget At Completion minus Earned Value) divided by (Estimate At Completion minus Actual Units)
Getting Here
- Click the User menu and select My Preferences.
- On the My Preferences page, click the Global tab.
- On the Global tab, select Performance Thresholds.